PAYD PRO. Setup Guide 7. Let s get started

Transcription

1 PAYD PRO Setup Guide Let s get started

2 TM Get started with PAYD PRO You re about to turn your smartphone into a mobile point-of-sale solution that moves as fast as you do. With PAYD PRO, you can accept Interac Debit and credit card payments on the go. Now let s get you set up. Contents: Welcome Kit Checklist p.1 - Make sure you have everything you need to begin Setting up the features on your PIN pad p.2 - Enable your contactless reader and other features Pairing the PIN pad with your smartphone p.4 - How to pair your device with your smartphone via Bluetooth Setting up PAYD PRO on your smartphone p.9 - How to connect your PIN Pad to the PAYD App on your smartphone Charging your PIN pad p.10 - Make sure your PIN Pad is fully charged before accepting payments More information p.11 - Need more information? Use these resources

3 Welcome Kit checklist Have everything you need? Before you begin, make sure that the following items are included in your Welcome Kit: PAYD PRO PIN Pad Moneris PAYD card reader Tent card If you re missing any of these items, just let us know. Call us at or us at All set? Let s set up the features on your PIN Pad. P.1

4 Setting up the features on your PIN Pad Let s begin by setting up the features on your PIN Pad. 1. Power up your PIN pad a) Power up your PIN Pad by plugging it into any computer via the USB cable b) When you see the TELIUM MENU screen, select NO (F1) 2. Select the language a) When you see the LANGUAGE/LANGUE screen, select ENGL (F1) for English or select FRAN (F4) for French 3. Enable the contactless reader a) When you see the CONTACTLESS READER screen, select ENABLE (F1). This will allow your customers to pay by tapping their contactless card on the PIN Pad P.2

5 4. Select your smartphone s operating system a) When you see the MODE screen, scroll (F1) to select your smartphone s operating system and press 5. Enable the card removal reminder a) When you see the BEEP screen, select ON (F1). This will enable the PIN Pad to beep at the end of a transaction to remind your customer to remove their chip card 6. Finalize THE PIN pad settings a) When you see the CASHBACK screen, select NO (F4) PAYD PRO does not support this function yet b) When you see the PED SERIAL NUMBER screen, press Note: The PED Serial Number is the device name (also referred to as the 8-digit PIN Pad device ID) that will appear on the Bluetooth list on your smartphone c) When you see the WELCOME/BONJOUR screen, disconnect the USB cable from the external power source (e.g., your computer), but leave the cable connected to your PIN Pad d) Simultaneously press and hold down and.,#* to power off your PIN Pad P.3

6 Pairing the PIN Pad with your smartphone Follow these steps carefully to pair your PIN Pad with your smartphone via Bluetooth. Don t worry: you ll only have to do this once. 1. Restart your PIN pad and power up your smartphone a) Turn on your smartphone, ensure Bluetooth is on and your smartphone is discoverable b) Reconnect the USB cable to the external power source (e.g., your computer) c) When you see the following screen, you have 10 seconds to press and then U VVVV I 6NNNNNN Note: If the WELCOME/BONJOUR screen appears, go back to step 6c (on page 3) and repeat the steps to disconnect, power off and restart the PIN Pad 2. FOLLOW THE PAIRING STEPS FOR YOUR SMARTPHONE S OPERATING SYSTEM a) If you are pairing the PIN Pad with an iphone, go to Pairing with an iphone on page 5 b) If you are pairing the PIN Pad with an Android TM smartphone, go to Pairing with an Android smartphone on page 7 P.4

7 Pairing with an iphone 3. Find your smartphone via Bluetooth a) When you see the TELIUM MENU screen, select YES (F4) b) When you see PRESS F KEY, press to access the FUNCTIONS menu Note: Ensure your smartphone is on and the Bluetooth pairing screen is displayed on it c) Press the 2 key to select BT PAIRING d) Press the 2 key to select Pair device (ios) Note: If you see the AVAILABLE DEVICES screen, press to select Search devices and scan for your smartphone. When you see a list of Bluetooth devices, scroll (F2) to select your smartphone and press e) You will see the Start pairing screen with a PIN code on the PIN Pad (this screen will time out after 1 minute) Note: If you see Pairing Failure and then the BT PAIRING menu appears again, go back to step 3d (on this page) and repeat the steps to select the ios operating system and re-generate the PIN code P.5

8 4. Enter the Bluetooth PIN CODE on your smartphone a) Enter the PIN code and start the pairing process b) You will see the Pairing Success screen on your PIN Pad, and then the BT PAIRING menu will appear Note: If you see Pairing Failure and then the BT PAIRING menu appears again, go back to step 3d (on page 5) and repeat the steps to select the ios operating system and re-generate the PIN code c) Press to return to the WELCOME/BONJOUR screen d) Go to Setting up PAYD PRO on your smartphone on page 9 P.6

9 Pairing with an Android smartphone 3. Find your smartphone via Bluetooth a) When you see the TELIUM MENU screen, select YES (F4) b) When you see PRESS F KEY, press to access the FUNCTIONS menu Note: Ensure your smartphone is on and the Bluetooth pairing screen is displayed on it c) Press the 2 key to select BT PAIRING d) Press the 1 key to select Pair device (Android) e) When you see the Waiting for pairing screen with a PIN code on the PIN Pad, do not use this code. Go to step 4a Note: If you see Pairing Failure and then the BT PAIRING menu appears again, go back to step 3d (on this page) and repeat the steps to select the Android operating system P.7

10 4. Enter A Bluetooth PIN CODE on your smartphone a) Make your smartphone actively scan for available devices with which to pair b) You will see the 8-digit PIN Pad ID displayed on your smartphone s Bluetooth menu Note: The 8-digit ID starts with I6 (e.g., I ). The ID also appears on a label affixed to the back of the PIN Pad c) Tap the 8-digit PIN Pad ID displayed on your smartphone to start the pairing process d) When you are prompted for a PIN code, enter any 8 to 16-digit number of your choosing Note: You will also enter this number as the PIN code on the PIN Pad in the next step 5. ENTER THE BLUETOOTH PIN CODE ON THE PIN PAD a) When you see the ENTER PIN CODE 8 to 16 digits screen on the PIN Pad, enter the same number that you entered on your smartphone in step 4d b) You will see the Pairing Success message on your PIN Pad, and then the BT PAIRING menu will appear Note: If you see Pairing Failure and then the BT PAIRING menu appears again, go back to step 3d (on page 7) and repeat the steps to select the Android operating system and then re-enter a PIN code (you may re-use the same PIN code or enter a different one) c) Press to return to the WELCOME/BONJOUR screen d) Go to Setting up PAYD PRO on your smartphone on page 9 P.8

11 Setting up PAYD PRO on your smartphone Now you can connect the PIN Pad to the PAYD App on your smartphone. 1. refer to your Welcome and make sure you HAVE: a) Activated your PAYD store at getpayd.com/activate b) Installed the PAYD App on your smartphone c) Signed into the PAYD App. You ll need your username, store ID and password 2. INITIALIZE THE PIN PAD ON YOUR SMARTPHONE a) In the PAYD App, tap, then tap Settings b) Tap Pinpad Note: If Connect Pinpad appears, tap it c) Tap Initialize Pinpad d) You will see the message Initializing pinpad. This may take a few minutes. (You will see PLEASE WAIT on your PIN Pad.) e) When you see the message Initialization was successful. Pinpad is ready to use, the initialization is complete (You will see WELCOME/BONJOUR on your PIN Pad.) f) Tap OK to acknowledge the Success message g) Tap, then tap Sale P.9

12 Charging your PIN Pad Make sure you fully charge the PIN Pad before using it to accept payments. 1. Leave the USB charging cable plugged into the PIN Pad and a computer for approximately 2 hours 2. When the battery icon in the top right corner of the PIN Pad screen is solid black, the battery is fully charged Charge amount battery icon 100% (full) charge Now you re ready to start processing payments. P.10

13 More information For detailed instructions on processing payments and refunds with PAYD PRO, as well as advanced functions like reporting, visit getpayd.com/manuals and download a copy of the Using PAYD PRO guide. Want more info? getpayd.com info@getpayd.com Plus, you can send us a message 24/7 by logging in to Merchant Direct at moneris.com/mymerchantdirect P.11

14 TM PAYD and PAYD & Design are trade-marks of Moneris Solutions Corporation. ANDROID is a trade-mark of Google Inc. MONERIS, MONERIS & Design, MONERIS SOLUTIONS & Design, and MERCHANT DIRECT are registered trade-marks of Moneris Solutions Corporation. INTERAC is a registered trade-mark of Interac Inc. BLUETOOTH is a registered trade-mark of Bluetooth SIG, Inc. IPHONE is a trade-mark of Apple Inc., registered in the U.S. and other countries. All other marks or registered trade-marks are the property of their respective owners Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation. This guide is for informational purposes only. Neither Moneris Solutions Corporation ( Moneris ) nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this guide. Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information, content and materials contained in this guide in terms of their correctness, accuracy, reliability or otherwise. Your credit and/or debit card processing is separately governed by the Terms and Conditions of your Moneris VISA Merchant Agreement, your Moneris MasterCard Merchant Agreement, your Moneris Discover Merchant Agreement and/or your INTERAC Merchant and Terminal Agreement (collectively, the Merchant Agreements ), as applicable with Moneris. It is the merchant s responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your Merchant manuals and the Terms and Conditions of your Merchant Agreement(s) for details. The Moneris Merchant Operating Manual is available for free download at moneris.com/manuals. PPQCKTPS-E-MONE (09/14) Powered